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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

524 hedge funds and large institutions have $6.49B invested in Utilities Select Sector SPDR Fund in 2016 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 194 increasing their positions, 139 reducing their positions, and 41 closing their positions.

Holders
524
Holders Change
+78
Holders Change %
+17.49%
% of All Funds
13.98%
Holding in Top 10
44
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+83.33%
% of All Funds
1.17%
New
121
Increased
194
Reduced
139
Closed
41
Calls
$741M
Puts
$1.48B
Net Calls
-$736M
Net Calls Change
-$275M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$610M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$174M
3
Citigroup
3
Citigroup
New York
$267M
4
Goldman Sachs
4
Goldman Sachs
New York
$717M
5
Bank of America
5
Bank of America
North Carolina
$820M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$227M
2
CA
2
Commerzbank Aktiengesellschaft
Germany
$218M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$190M
4
Barclays
4
Barclays
United Kingdom
$106M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLM
51
Mount Lucas Management
Pennsylvania
$15.1M +$15.1M +304,149 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$14.9M +$2.25M +45,342 +18%
SAM
53
Shell Asset Management
Netherlands
$14.9M +$14.9M +299,804 New
BWM
54
Braver Wealth Management
Massachusetts
$14.6M +$14.6M +294,774 New
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$13.9M +$240K +4,830 +2%
FIG
56
FundX Investment Group
California
$13.6M +$13.6M +274,720 New
CIA
57
Capital Investment Advisors
Georgia
$13.3M -$1.15M -23,272 -8%
FMLI
58
Fukoku Mutual Life Insurance
Japan
$13.2M -$6.6M -133,000 -33%
Lido Advisors
59
Lido Advisors
California
$13.2M +$13.2M +266,780 New
PWM
60
Patriot Wealth Management
Texas
$13.2M +$194K +3,908 +1%
RIM
61
Rampart Investment Management
Connecticut
$13M +$13M +261,879 New
MFBTD
62
MB Financial Bank - Trust Department
Illinois
$12.7M -$1.66M -33,392 -12%
MPM
63
Meritage Portfolio Management
Kansas
$12.3M +$2.5M +50,370 +25%
CPS
64
Counsel Portfolio Services
Ontario, Canada
$11.7M +$11.7M +236,557 New
GA
65
Giralda Advisors
New York
$11.4M +$3.68M +74,200 +48%
LMIM
66
Lockheed Martin Investment Management
Maryland
$11.2M -$10.8M -218,623 -49%
BWM
67
Biltmore Wealth Management
Arizona
$11.2M +$11.2M +225,278 New
UCFA
68
United Capital Financial Advisors
Texas
$11.2M +$10.3M +208,473 +1,279%
QA
69
Quantitative Advantage
Minnesota
$11M +$11M +222,422 New
PPFA
70
Provida Pension Fund Administrator
Chile
$10.9M +$10.9M +224,781 New
NEIRG
71
New England Investment & Retirement Group
Massachusetts
$10.8M +$10.8M +218,432 New
TAIM
72
TD Ameritrade Investment Management
Nebraska
$10.4M +$3.8M +76,538 +58%
BFA
73
Beaumont Financial Advisors
Massachusetts
$10.2M +$9.85M +198,833 +2,821%
QIM
74
Quest Investment Management
Oregon
$9.98M – – –
CCMG
75
Clark Capital Management Group
Pennsylvania
$9.96M +$9.96M +200,706 New
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3
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